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HubSpot custom fields

This article describes working with HubSpot custom fields in LightLead.

Discovering custom fields

Custom fields are loaded from the deal's custom properties. HubSpot properties are filtered by dataSensitivity — fields marked sensitive and highly_sensitive are excluded. The remaining properties are available for use in reports. When a new property is created, it becomes available after the next discovery.

Matching fields

LightLead uses the field identifier (field_id or field_code) for matching. This ensures:

  • Rename resilience: matching is preserved when a field's name is changed in the CRM

  • Uniqueness: each field is uniquely identified

  • Cross-account isolation: fields from different accounts don't overlap

Custom field types

Field typeSupportUsage
TextFullGrouping, filtering
NumberFullMetrics, range filtering
DateFullFiltering by period
SelectFullGrouping, filtering
Multi-selectPartialFiltering by membership
CheckboxFullFiltering (yes/no)
PhoneFullGrouping, filtering
EmailFullGrouping, filtering
FileNot supported
ImageNot supported

Impact on saved reports

Important considerations when changing custom fields:

  • Renaming a field: reports keep working, the name updates automatically

  • Changing a field's type: may cause errors in reports that use this field as a metric

  • Deleting a field: reports using this field will show an error, the field is marked as unavailable

  • Adding a field: a new field becomes available after discovery is run again

Recommendations

  • Plan your custom field structure in advance

  • Don't change the type of an existing field unless necessary

  • Before deleting a field, check which reports use it

  • Use meaningful field names for easier searching in the interface

Maintained by the LightLead Documentation Team · Last verified: 2026-07-25